See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,461 | $99,652-70.4% | $78,778-62.6% | $147,584-80.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 25.41% | 47.28%-21.9pp | 35.62%-10.2pp | 578.55%-553.1pp |
| Employer contribution / active EE | $1,978 | $2,796-29.2% | $1,986-0.4% | $4,876-59.4% |
| Participant deferral / active EE | $12,767 | $3,664+248.5% | $2,958+331.5% | $5,439+134.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |